Core Viewpoint - The iShares S&P 500 Growth ETF (IVW) is a significant investment vehicle for those seeking exposure to the Large Cap Growth segment of the US equity market, with substantial assets under management and low expense ratios [1][4]. Group 1: Fund Overview - The iShares S&P 500 Growth ETF was launched on May 22, 2000, and is sponsored by Blackrock, accumulating over $62.70 billion in assets [1]. - The ETF aims to match the performance of the S&P 500 Growth Index, which represents the large capitalization growth sector of the U.S. equity market [7]. Group 2: Investment Characteristics - Large cap companies typically have market capitalizations above $10 billion, characterized by stability and predictable cash flows [2]. - Growth stocks, which the ETF focuses on, exhibit higher than average sales and earnings growth rates but come with higher valuations and risks compared to value stocks [3]. Group 3: Costs and Performance - The ETF has an annual operating expense ratio of 0.18%, making it one of the least expensive options in its category, with a 12-month trailing dividend yield of 0.44% [4]. - As of August 11, 2025, the ETF has gained approximately 13.22% year-to-date and 31.83% over the past year, with a trading range between $82.96 and $114.73 in the last 52 weeks [7]. Group 4: Sector Exposure and Holdings - The ETF has a significant allocation to the Information Technology sector, comprising about 42.6% of the portfolio, followed by Telecom and Consumer Discretionary [5]. - Nvidia Corp (NVDA) is the largest holding at approximately 13.9% of total assets, with the top 10 holdings accounting for about 51.97% of total assets under management [6]. Group 5: Risk and Alternatives - The ETF has a beta of 1.12 and a standard deviation of 20.46% over the trailing three-year period, indicating a medium risk profile [8]. - Alternatives to IVW include the Vanguard Growth ETF (VUG) and Invesco QQQ (QQQ), which track similar indices and have different asset sizes and expense ratios [10].

Group 1 - iREIT+HOYA Capital focuses on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1] - The service offers a free two-week trial for potential investors to explore exclusive income-focused portfolios [1] Group 2 - Growth stocks are diverse and not limited to the tech sector, with a focus on defensive stocks for medium- to long-term investment horizons [2]

Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying the right ones can be challenging due to inherent volatility and risks [1] Group 1: Company Overview - SunOpta (STKL) is currently highlighted as a recommended growth stock by the Zacks Growth Style Score system, which evaluates a company's genuine growth potential [2] - The company has a favorable Growth Score and a top Zacks Rank, indicating strong investment potential [2] Group 2: Earnings Growth - Historical EPS growth for SunOpta stands at 84%, with projected EPS growth of 63.6% for the current year, significantly surpassing the industry average of 6.7% [5] - Earnings growth is a critical factor for investors, with double-digit growth being particularly desirable [4] Group 3: Cash Flow Growth - SunOpta's year-over-year cash flow growth is 22.3%, well above the industry average of 4.3%, highlighting its strong financial health [6] - The company's annualized cash flow growth rate over the past 3-5 years is 46.1%, compared to the industry average of 4.3%, indicating robust historical performance [7] Group 4: Earnings Estimate Revisions - There have been upward revisions in current-year earnings estimates for SunOpta, with the Zacks Consensus Estimate increasing by 2.9% over the past month [9] - Positive trends in earnings estimate revisions are correlated with near-term stock price movements, reinforcing the stock's potential [8] Group 5: Investment Positioning - SunOpta has achieved a Zacks Rank of 2 (Buy) and a Growth Score of A, positioning it favorably for outperformance in the growth stock category [10][11]

Core Viewpoint - Growth stocks are appealing due to their above-average financial growth, but identifying strong growth stocks can be challenging due to inherent volatility and risks [1] Group 1: Company Overview - AppFolio (APPF) is highlighted as a recommended growth stock based on the Zacks Growth Style Score, which evaluates a company's real growth potential beyond traditional metrics [2] - The company has a favorable Growth Score and a top Zacks Rank, indicating strong investment potential [2] Group 2: Earnings Growth - AppFolio has a historical EPS growth rate of 17.5%, with projected EPS growth of 18.8% this year, surpassing the industry average of 18.6% [4] - Earnings growth is crucial for investors, particularly double-digit growth, which signals strong future prospects [3] Group 3: Cash Flow Growth - The year-over-year cash flow growth for AppFolio is 170.5%, significantly higher than the industry average of -17.8% [5] - The company's annualized cash flow growth rate over the past 3-5 years is 16.5%, compared to the industry average of 14.7% [6] Group 4: Earnings Estimate Revisions - Positive trends in earnings estimate revisions are correlated with stock price movements, and AppFolio's current-year earnings estimates have been revised upward by 1.4% over the past month [7][8] Group 5: Investment Conclusion - AppFolio has achieved a Growth Score of A and a Zacks Rank of 2, indicating it is a solid choice for growth investors and a potential outperformer [9][10]

Group 1: Labor Market Insights - The labor market in the U.S. is showing signs of weakness, with only 73,000 jobs added in July and an unemployment rate rising to 4.2% [2] - The three-month average job gains have dropped to just 35,000, indicating a slowdown in hiring [2] - Fed President Mary Daly expressed concern that further slowing in the labor market could lead to a rapid decline [2] Group 2: Inflation and Tariffs - Tariffs are expected to temporarily increase inflation, but Daly does not foresee a lasting impact [3] - Underlying inflation, excluding tariffs, has been gradually decreasing and is expected to continue this trend due to restrictive monetary policy and a slowing economy [3] Group 3: Federal Reserve's Stance - Fed Chair Jerome Powell has stated that no decision has been made regarding a potential rate cut in September, emphasizing the need to monitor tariff impacts closely [4] - New York Fed President John Williams acknowledged the job market remains solid but expressed concern over downward revisions in hiring [4] Group 4: Investment Opportunities in Growth Stocks - Growth stocks are likely to perform better in a low-rate environment, as lower borrowing costs facilitate company expansion [5] - The attractiveness of fixed-income investments diminishes with lower rates, prompting investors to seek higher returns in equity markets [5] Group 5: Recommended ETFs - Several top-ranked growth-based exchange-traded funds (ETFs) are highlighted for potential investment if the Fed begins cutting rates: - Vanguard Growth ETF (VUG) – Zacks Rank 1 (Strong Buy) [6] - Invesco S&P 500 Pure Growth ETF (RPG) – Zacks Rank 2 (Buy) [6] - Invesco Large Cap Growth ETF (PWB) – Zacks Rank 1 [6] - Vanguard S&P 500 Growth ETF (VOOG) – Zacks Rank 1 [6] - iShares S&P 500 Growth ETF (IVW) – Zacks Rank 1 [6]

Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying strong candidates is challenging due to inherent risks and volatility [1] Group 1: Company Overview - PTC Inc. is highlighted as a recommended growth stock based on the Zacks Growth Style Score, which evaluates a company's growth prospects beyond traditional metrics [2] - The company has a favorable Growth Score and a top Zacks Rank, indicating strong potential for performance [2] Group 2: Earnings Growth - PTC Inc. has a historical EPS growth rate of 13.8%, with projected EPS growth of 21.7% for the current year, significantly surpassing the industry average of 12.1% [5] Group 3: Cash Flow Growth - The year-over-year cash flow growth for PTC Inc. stands at 18.6%, exceeding the industry average of 9.4% [6] - Over the past 3-5 years, the company's annualized cash flow growth rate has been 25.7%, compared to the industry average of 10.8% [7] Group 4: Earnings Estimate Revisions - There has been a positive trend in earnings estimate revisions for PTC Inc., with the Zacks Consensus Estimate for the current year increasing by 16.6% over the past month [8] Group 5: Conclusion - PTC Inc. has achieved a Growth Score of A and a Zacks Rank of 2, indicating it is a strong candidate for growth investors [9][10]

Core Insights - The article discusses two telehealth stocks, Hims & Hers Health and Doximity, which have shown significant growth and potential for future returns in the healthcare sector [2]. Hims & Hers Health - Hims & Hers Health has experienced a stock price increase of over 200% in the past 12 months, significantly outperforming the S&P 500, which rose about 18% during the same period [3]. - The company's growth was driven by its ability to offer affordable compounded GLP-1 drugs for weight loss, although it can no longer mass-produce these drugs due to the FDA declaring the shortage resolved [5]. - Hims & Hers is diversifying its offerings beyond weight loss, focusing on sexual health, hair loss, dermatology, mental health, and primary care, with most revenue coming from recurring subscriptions [6]. - The acquisition of Zava, a European digital health platform, is expected to enhance investor confidence and expand Hims & Hers' market reach into the U.K., Ireland, France, and Germany, with plans to launch in Canada in 2026 [7][8]. - The company reported a 110% year-over-year revenue growth in Q1 and generated approximately $50 million in free cash flow [8]. Doximity - Doximity has seen its shares increase by over 100% in the past year, positioning itself as the largest digital platform for U.S. medical professionals [9]. - The platform serves as a professional network for healthcare professionals, offering tools for communication, news, and career management, including telehealth solutions [10]. - Doximity provides free access to its services for healthcare professionals, generating revenue through advertising and selling information to pharmaceutical manufacturers and healthcare systems [11][12]. - In fiscal 2025, Doximity reported a 20% revenue increase to $570.4 million, with net income rising 51% year-over-year to $223.2 million and free cash flow increasing by 50% to $266.7 million [13].

Core Viewpoint - Growth stocks are appealing due to their above-average financial growth, but identifying strong growth stocks is challenging due to inherent volatility and risks [1] Group 1: Growth Stock Identification - The Zacks Growth Style Score system aids in identifying promising growth stocks by analyzing real growth prospects beyond traditional metrics [2] - SPS Commerce (SPSC) is currently highlighted as a recommended growth stock, possessing a favorable Growth Score and a top Zacks Rank [2] Group 2: Earnings Growth - Earnings growth is a critical factor for growth investors, with double-digit growth seen as indicative of strong future prospects [3] - SPS Commerce has a historical EPS growth rate of 21.1%, with projected EPS growth of 13.4% this year, surpassing the industry average of 11.9% [4] Group 3: Cash Flow Growth - Higher-than-average cash flow growth is essential for growth-oriented companies, enabling expansion without reliance on external funding [5] - SPS Commerce's year-over-year cash flow growth stands at 22.6%, significantly higher than the industry average of 1.4% [5] - The company's annualized cash flow growth rate over the past 3-5 years is 21.2%, compared to the industry average of 7.1% [6] Group 4: Earnings Estimate Revisions - Positive trends in earnings estimate revisions correlate strongly with near-term stock price movements [7] - Current-year earnings estimates for SPS Commerce have increased by 0.6% over the past month, indicating a positive outlook [7] Group 5: Overall Assessment - SPS Commerce has achieved a Growth Score of A and a Zacks Rank 2, suggesting it is a potential outperformer and a solid choice for growth investors [9]

Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying those that can fulfill their potential is challenging [1] Group 1: Company Overview - Kaiser Aluminum (KALU) is identified as a promising growth stock with a favorable Growth Score and a top Zacks Rank [2] - The company has a historical EPS growth rate of 5.5%, but projected EPS growth for this year is expected to be 84.9%, significantly outperforming the industry average of 2.8% [5] Group 2: Financial Metrics - Kaiser Aluminum has an asset utilization ratio (sales-to-total-assets ratio) of 1.3, indicating that the company generates $1.3 in sales for every dollar in assets, compared to the industry average of 0.85 [6] - The company's sales are projected to grow by 14.8% this year, while the industry average is 0% [7] Group 3: Earnings Estimates - The current-year earnings estimates for Kaiser have been revised upward, with the Zacks Consensus Estimate increasing by 11.3% over the past month [9] - Kaiser has achieved a Growth Score of B and holds a Zacks Rank 1 due to positive earnings estimate revisions, suggesting it is a strong choice for growth investors [11]

Core Viewpoint - The Vanguard Russell 2000 Value ETF (VTWV) is a passively managed fund that aims to provide broad exposure to the Small Cap Value segment of the US equity market, with assets exceeding $795.50 million since its launch in 2010 [1]. Group 1: Small Cap Value Overview - Small cap companies are defined as those with a market capitalization below $2 billion, typically presenting higher potential but also higher risk compared to larger companies [2]. - Value stocks are characterized by lower than average price-to-earnings and price-to-book ratios, as well as lower sales and earnings growth rates. Historically, value stocks have outperformed growth stocks in long-term performance, although growth stocks may excel in strong bull markets [3]. Group 2: Costs and Performance - The annual operating expenses for VTWV are 0.1%, making it one of the least expensive ETFs in its category. It also has a 12-month trailing dividend yield of 1.86% [4]. - VTWV seeks to match the performance of the Russell 2000 Value Index, having added approximately 0.89% year-to-date and down about 1.11% over the past year as of July 30, 2025. The ETF has traded between $116.09 and $159.92 in the past 52 weeks [7]. Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Financials sector, comprising about 27.1% of the portfolio, followed by Industrials and Consumer Discretionary [5]. - Among individual holdings, Mktliq accounts for approximately 2.56% of total assets, with Slbbh1142 and Fluor Corp (FLR) also being notable [6]. Group 4: Risk and Alternatives - VTWV has a beta of 1.07 and a standard deviation of 22.07% over the trailing three-year period, categorizing it as a medium risk option. It holds about 1456 assets, effectively diversifying company-specific risk [8]. - The ETF holds a Zacks ETF Rank of 2 (Buy), indicating it is a strong option for investors interested in the Small Cap Value segment. Other alternatives include the iShares Russell 2000 Value ETF (IWN) and the Vanguard Small-Cap Value ETF (VBR), which have larger asset bases and different expense ratios [9][10]. Group 5: Market Trends - There is a growing trend among retail and institutional investors towards passively managed ETFs due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [11].